(AUT) Generate electronic invoices in PEPPOL format [AX 2012]

Updated: July 30, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic includes information about generating electronic invoices (eInvoices) as XML files by posting sales orders, free text invoices, project invoices, and credit notes, and then converting the eInvoices into the PEPPOL format. The XML files are converted into files in the PEPPOL format during the batch processing of the invoices based on how you have set up AIF, batch groups, and batch jobs to convert the files. For more information about setting up batch processing of eInvoices, see (AUT) Set up parameters to generate electronic invoices in PEPPOL format.

Select a sales order with a Status of Open order, and then click Edit.

Click Header view, and on the Setup FastTab, specify a dimension account for the sales order or select the Line-specific check box to specify different dimension accounts for each sales line in Line view.

Click Line view. On the Sales order header FastTab, enter the delivery contact details, customer reference, and customer requisition number.

On the Line details FastTab, on the Setup tab, enter the dimension account.

Note

You can specify a dimension account for a sales line at the line level only if the Line-specific check box is selected in the Header view.

Confirm the sales order. On the Invoice tab, click Invoice.

Select the Posting check box to post the sales order.

Select the Print invoice check box to print the sales order invoice when the invoice is posted, and then click Printer setup > Invoice.

Click File, and then specify the file name and path for the XML file. In the File format field, select XML.

Click Header view, and on the Setup FastTab, specify a dimension account for the sales order or select the Line-specific check box to specify different dimension accounts for each sales line in Line view.

On the Customer FastTab, enter the customer requisition and customer reference number.

In the Contact field, select a contact person.

Click Line view. On the Line details FastTab, on the Setup tab, enter the dimension account.

Note

You can specify a dimension account for a sales line at the line level only if the Line-specific check box is selected in the Header view.

On the Action pane, click Post, and then select the Posting check box to post the free text invoice.

Select the Print invoice check box to print the free text invoice when the invoice is posted, and then click Printer setup > Invoice.

Click File, and then specify the file name and path for the XML file. In the File format field, select XML.

Click OK to generate and post the free text invoice in the XML format.